Succession Planning Advice for CPA Firms
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Succession Planning Advice for CPA Firms

Succession planning is a top issue across all size CPA firms according to the 2015 CPA Firm Top Issues Survey. Baby Boomer CPAs are in charge of most U.S. accounting firms and given the number that will retire in the next 10 years, it’s critical that each firm have a succession plan that they start following immediately.

9/3/2015
When: Thursday, Sep 3rd
12 pm - 1 pm EDT

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Succession planning is a top issue across all size CPA firms according to the 2015 CPA Firm Top Issues Survey. Baby Boomer CPAs are in charge of most U.S. accounting firms and given the number that will retire in the next 10 years, it’s critical that each firm have a succession plan that they start following immediately.

Join Jim Boomer, Boomer Consulting’s CIO and Shareholder, and Brian LaMee, Deltek’s Senior Director of Product Marketing, on Sept. 3, 12 noon to 1 PM EDT for advice on planning for succession in your firm. Topics will include:

  • How to assess your firm’s succession readiness
  • How to structure and operationalize your firm for a smooth transition to younger leadership
  • Which succession approach is right for your firm

Can’t attend the webinar? Register and we’ll send you a link to the recording.

Who Should Attend?

Managing Partners, Partners, Principals, Firm Administrators and HR Managers